 |
 |
 |
 | ||
Self-Managed
| SECTION LINKS |
| - ALLOCATION |
|
| - FAQS |
|
| - FORMS & GUIDES |
|
| - FUND OVERVIEW |
|
| - PERFORMANCE |
|
| - SRVC PROVIDERS |
|
| - SURS HOME |
|
| PLANS |
|
| - HOW TO CHOOSE |
|
| - PORTABLE |
|
| - SELF-MANAGED |
|
| - TRADITIONAL |
|
SURS:Self-Managed:Self-Managed PlanSelf-Managed Plan
The SURS Self-Managed plan (SMP) is a defined contribution plan that establishes an account into which your contributions and the employer (State of Illinois) contributions are placed. You decide how your account balance will be invested, selecting from a variety of mutual funds and variable annuities.
Asset Allocation
Investment studies have shown that asset allocation is the most important factor influencing the return on your portfolio. This information will explain the difference between asset classes and provide you with some portfolio examples.Forms and Guides
Resources for SMP members including the Member Guide and retirement application, as well as information regarding service credit, insurance, and tax forms.Frequently Asked Questions
Get answers to frequently asked questions regarding retirement, insurance, disability, refunds, and more.Fund Overview
A brief review of the investment approach and an assessment of each investment option offered in the Self-Managed Plan.Helpful Sites
Use these links to find the latest tax forms available, contact your SMP Provider, learn about the State Universities Annuitant Association, and much more.Member Guide (PDF)
Learn more specific information about the benefits of the Self-Managed plan.Plan Comparison Matrix (PDF)
Compare the differences between the Portable, Traditional, and Self-Managed Plans.Quarterly Performance
The most recent SMP Quarterly Returns and previous performance reports are available to provide members with historical fund analyses. Also provides information on benchmarks and their interpretation.Retirement Application (PDF)
Use this form to apply for retirement benefits of the Self-Managed plan.Service Providers
Service Providers maintain member fund allocations, invest funds, send detailed quarterly statements, and forward summary statement information to SURS. Learn who to contact if you need to change your allocations or coordinate a withdrawal.
| News
Board Meeting Minutes Approved
Board of Trustees Adopts Resolution Benefit Payment Schedule Board and Committee Meetings  Calendar
Martin Luther King Jr. Day January 19 Investment Committee February 4 Committee Meetings March 12 Board Meeting March 13 Investment Committee April 23 |
|
|
|
| Copyright © 2001-2009 State Universities Retirement System. |